See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,522 | $85,202-60.7% | $172,739-80.6% | $72,985-54.1% |
| Participation rate | 30.3% | 70.1%-39.8pp | 82.6%-52.3pp | 69.5%-39.2pp |
| Annual return | 25.14% | 27.32%-2.2pp | 802.84%-777.7pp | 81.00%-55.9pp |
| Employer contribution / active EE | $879 | $3,324-73.6% | $5,143-82.9% | $2,440-64.0% |
| Participant deferral / active EE | $1,870 | $3,260-42.6% | $5,198-64.0% | $3,607-48.1% |
| Admin fee / account holder | $56 | $5,884-99.0% | $13,954-99.6% | $5,124-98.9% |